Sunbeam Capital Management’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.34M Buy
46,065
+1,175
+3% +$187K 5.56% 4
2025
Q1
$7.65M Buy
44,890
+253
+0.6% +$43.1K 7.28% 3
2024
Q4
$7.48M Buy
+44,637
New +$7.48M 6.95% 3